Oppenheimer & Co’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Oppenheimer & Co’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,142	Closed	-$119K	–	1682
2025 Q2	$119K	Hold	13,142	–	–	﹤0.01%	1548
2025 Q1	$111K	Buy	+13,142	New	+$118K	﹤0.01%	1508
2021 Q3	–	Sell	-25,245	Closed	-$291K	–	1513
2021 Q2	$291K	Buy	+25,245	New	+$280K	0.01%	1255

Other funds holding ETJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Oppenheimer & Co's ETJ Position: Q3 2025 in Review

Oppenheimer & Co sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2025, closing a stake of 13,142 shares — an estimated $119K sold.

Oppenheimer & Co first reported a position in ETJ in Q2 2021 and held it in 3 quarters. The position peaked at $291K in Q2 2021. 110 funds tracked by Wall St. Rank hold ETJ as of Q3 2025.

Oppenheimer & Co reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
Oppenheimer & Co sold 13,142 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2025, an estimated $119K.
Oppenheimer & Co first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2021 and held it in 3 quarters.
Oppenheimer & Co's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $291K in Q2 2021.
110 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2025.

Based on Oppenheimer & Co's 13F filing for Q3 2025, filed 6 Nov 2025.